See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,201 | $65,061+32.5% | $143,757-40.0% | $66,914+28.8% |
| Participation rate | 53.6% | 65.2%-11.6pp | 80.3%-26.7pp | 69.8%-16.2pp |
| Annual return | -16.92% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,946 | $2,361-17.6% | $4,951-60.7% | $2,544-23.5% |
| Participant deferral / active EE | $2,911 | $2,919-0.3% | $5,637-48.4% | $4,237-31.3% |
| Admin fee / account holder | $9 | $502-98.1% | $14,673-99.9% | $593-98.4% |